iShares Gold Trust
IAU- 交易所
- NYSE
- 產業
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001278680
近 90 天,iShares Gold Trust 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 1,916 家機構在 13F 申報持有,市值合計 $291.1 億;沒有大師持有。
2022 年第 3 季 13F 持有人
iShares Gold Trust 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 962
- 較 2022 年第 2 季 −31 家
- 持有股數
- 4.80 億
- 較 2022 年第 2 季 −1,743 萬 (−3.5%)
- 總市值
- $151.8 億
- 較 2022 年第 2 季 −$18.3 億 (−10.7%)
- 新進機構
- 59
- 另有 269 家加碼
- 清倉機構
- 90
- 另有 429 家減碼
另有 18 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 IAU 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,916 | $291.1 億 |
| 2026 年第 1 季 | 1,984 | $348.3 億 |
| 2025 年第 4 季 | 1,937 | $355.9 億 |
| 2025 年第 3 季 | 1,713 | $314.9 億 |
| 2025 年第 2 季 | 1,599 | $254.8 億 |
| 2025 年第 1 季 | 1,555 | $240.4 億 |
| 2024 年第 4 季 | 1,418 | $185.8 億 |
| 2024 年第 3 季 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $159.4 億 |
| 2022 年第 4 季 | 1,013 | $148.2 億 |
| 2022 年第 3 季 | 962 | $151.8 億 |
| 2022 年第 2 季 | 1,011 | $170.6 億 |
| 2022 年第 1 季 | 966 | $167.8 億 |
| 2021 年第 4 季 | 986 | $163.3 億 |
| 2021 年第 3 季 | 883 | $159.8 億 |
| 2021 年第 2 季 | 878 | $158.4 億 |
| 2021 年第 1 季 | 956 | $149.9 億 |
2022 年第 3 季持有機構
每家機構持有 iShares Gold Trust 的股數、市值與佔組合比重;股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 130,992 | $413.0 萬 | 0.01% | −350,923−72.8% | 減碼 |
| MBA Advisors LLC | 131,133 | $413.5 萬 | 2.99% | +10,314+8.5% | 加碼 |
| Patton Fund Management, Inc. | 132,297 | $417.1 萬 | 1.69% | +8,623+7.0% | 加碼 |
| AdvisorNet Financial, Inc | 132,862 | $418.9 萬 | 0.42% | +20,257+18.0% | 加碼 |
| Elm Partners Management LLC | 133,136 | $419.8 萬 | 0.57% | +27,584+26.1% | 加碼 |
| Cetera Investment Advisers | 134,981 | $425.6 萬 | 0.08% | −1,105−0.8% | 減碼 |
| Cambridge Trust Co | 136,683 | $431.0 萬 | 0.20% | −8,492−5.8% | 減碼 |
| Meridian Investment Counsel Inc. | 136,849 | $431.5 萬 | 1.92% | −936−0.7% | 減碼 |
| Pacific Capital Wealth Advisors, Inc | 136,913 | $431.7 萬 | 1.18% | +48,227+54.4% | 加碼 |
| Assetmark, Inc | 138,404 | $436.4 萬 | 0.02% | +32,451+30.6% | 加碼 |
| US Bancorp | 139,279 | $439.1 萬 | 0.01% | −6,395−4.4% | 減碼 |
| StrategIQ Financial Group, LLC | 141,554 | $446.3 萬 | 0.57% | −19,434−12.1% | 減碼 |
| First Horizon Advisors, Inc. | 141,711 | $446.8 萬 | 0.18% | −35,466−20.0% | 減碼 |
| Commerce Bank | 143,715 | $453.1 萬 | 0.04% | −846−0.6% | 減碼 |
| Community Bank, N.A. | 145,365 | $458.2 萬 | 0.70% | −5,170−3.4% | 減碼 |
| Axxcess Wealth Management, LLC | 148,037 | $466.7 萬 | 0.47% | −29,512−16.6% | 減碼 |
| Cranbrook Wealth Management, LLC | 150,907 | $475.8 萬 | 1.23% | −1,034−0.7% | 減碼 |
| Southeast Asset Advisors Inc. | 151,870 | $478.8 萬 | 0.81% | 00.0% | 不變 |
| Sepio Capital, LP | 152,376 | $480.4 萬 | 0.48% | +10,139+7.1% | 加碼 |
| GFS Advisors, LLC | 153,797 | $484.9 萬 | 1.16% | −11,777−7.1% | 減碼 |
| Aspireon Wealth Advisors | 155,587 | $490.8 萬 | 2.34% | +4,310+2.8% | 加碼 |
| Wealth Quarterback LLC | 156,775 | $494.3 萬 | 5.26% | −2,998−1.9% | 減碼 |
| Fairview Capital Investment Management, LLC | 158,975 | $501.2 萬 | 0.36% | −1,218−0.8% | 減碼 |
| Ancora Advisors, LLC | 160,370 | $505.7 萬 | 0.16% | −582−0.4% | 減碼 |
| Allworth Financial LP | 161,143 | $508.1 萬 | 0.06% | +6,116+3.9% | 加碼 |
| CIBC World Markets Inc. | 161,588 | $509.5 萬 | 0.02% | +28,638+21.5% | 加碼 |
| Thrivent Financial for Lutherans | 162,340 | $511.9 萬 | 0.01% | −58,881−26.6% | 減碼 |
| Spearhead Capital Advisors, LLC | 162,651 | $512.8 萬 | 5.56% | −11,849−6.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 163,190 | $514.5 萬 | 0.12% | +65,250+66.6% | 加碼 |
| Leavell Investment Management, Inc. | 163,661 | $516.0 萬 | 0.41% | −32,937−16.8% | 減碼 |
| Okabena Investment Services Inc | 163,920 | $516.8 萬 | 2.50% | −8,303−4.8% | 減碼 |
| Sigma Planning Corp | 164,381 | $518.3 萬 | 0.20% | −16,433−9.1% | 減碼 |
| Private Advisor Group, LLC | 167,759 | $528.9 萬 | 0.06% | −66,807−28.5% | 減碼 |
| Insight Wealth Partners, LLC | 171,312 | $540.1 萬 | 5.32% | −10,911−6.0% | 減碼 |
| Independent Financial Group, LLC | 173,989 | $548.6 萬 | 0.50% | −26,210−13.1% | 減碼 |
| Cape Ann Savings Bank | 176,821 | $557.5 萬 | 4.47% | +8,383+5.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 177,600 | $560.0 萬 | 0.07% | 00.0% | 不變 |
| NTV Asset Management LLC | 178,750 | $563.6 萬 | 1.19% | −3,250−1.8% | 減碼 |
| Aveo Capital Partners, LLC | 178,784 | $563.7 萬 | 0.97% | −14,491−7.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 179,326 | $564.3 萬 | 0.13% | +7,749+4.5% | 加碼 |
| Wealth Management Partners, LLC | 176,000 | $566.0 萬 | 4.97% | −2,000−1.1% | 減碼 |
| WR Wealth Planners, LLC | 180,041 | $567.7 萬 | 4.00% | −3,607−2.0% | 減碼 |
| Clear Harbor Asset Management, LLC | 180,119 | $567.9 萬 | 0.79% | +3,473+2.0% | 加碼 |
| Vivaldi Capital Management, LLC | 177,265 | $570.6 萬 | 1.54% | −1,982−1.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 181,241 | $571.5 萬 | 1.54% | −83,442−31.5% | 減碼 |
| Fiduciary Trust Co | 181,318 | $571.7 萬 | 0.12% | −3,404−1.8% | 減碼 |
| BSW Wealth Partners | 183,254 | $577.8 萬 | 1.42% | +3,946+2.2% | 加碼 |
| Norris Financial Group, LLC | 185,165 | $583.8 萬 | 5.34% | −34,816−15.8% | 減碼 |
| FineMark National Bank & Trust | 186,459 | $587.9 萬 | 0.29% | −112,691−37.7% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 190,772 | $601.5 萬 | 3.08% | +884+0.5% | 加碼 |
| AMG National Trust Bank | 192,057 | $605.6 萬 | 0.23% | +17,531+10.0% | 加碼 |
| Wellspring Financial Advisors, LLC | 193,083 | $608.8 萬 | 2.25% | −10,415−5.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 194,618 | $613.6 萬 | 0.11% | −14,330−6.9% | 減碼 |
| Evoke Wealth, LLC | 197,097 | $621.4 萬 | 0.25% | +7,668+4.0% | 加碼 |
| Wallington Asset Management, LLC | 206,165 | $650.0 萬 | 1.54% | +3,088+1.5% | 加碼 |
| Massmutual Trust Co FSB | 211,161 | $665.8 萬 | 0.30% | −54,222−20.4% | 減碼 |
| First American Trust, FSB | 211,527 | $667.0 萬 | 1.12% | +3,889+1.9% | 加碼 |
| Sigma Investment Counselors Inc | 213,516 | $673.2 萬 | 0.57% | +142+0.1% | 加碼 |
| AE Wealth Management LLC | 216,998 | $684.2 萬 | 0.05% | +22,043+11.3% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 220,914 | $696.5 萬 | 2.53% | +4,123+1.9% | 加碼 |
| Highland Financial Advisors, LLC | 226,521 | $714.2 萬 | 4.96% | −522−0.2% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 226,565 | $714.4 萬 | 1.39% | +6,159+2.8% | 加碼 |
| Upper Left Wealth Management, LLC | 224,851 | $722.8 萬 | 9.39% | −1,172−0.5% | 減碼 |
| Private Harbour Investment Management & Counsel, LLC | 230,841 | $727.8 萬 | 8.44% | −9,262−3.9% | 減碼 |
| White Lighthouse Investment Management Inc. | 232,396 | $732.7 萬 | 2.13% | +2,672+1.2% | 加碼 |
| Checchi Capital Advisers, LLC | 233,803 | $737.2 萬 | 0.81% | +233,803 | 新進 |
| Financial Partners Capital Management LLC | 239,497 | $755.1 萬 | 1.79% | −14,479−5.7% | 減碼 |
| Foundations Investment Advisors, LLC | 239,805 | $756.1 萬 | 0.33% | +25,382+11.8% | 加碼 |
| Sinecera Capital, LLC | 240,587 | $761.1 萬 | 8.96% | −3,239−1.3% | 減碼 |
| TMD Wealth Management, LLC | 242,982 | $766.1 萬 | 3.45% | −511−0.2% | 減碼 |
| Signet Investment Advisory Group, Inc. | 248,752 | $784.3 萬 | 6.08% | +2,386+1.0% | 加碼 |
| IMC-Chicago, LLC | 251,809 | $794.0 萬 | 0.71% | +251,809 | 新進 |
| JNBA Financial Advisors | 253,157 | $798.2 萬 | 1.23% | −2,070−0.8% | 減碼 |
| Huntington National Bank | – | $814.1 萬 | 0.09% | – | – |
| Leuthold Group, LLC | 262,719 | $828.4 萬 | 1.25% | +2,553+1.0% | 加碼 |
| Renaissance Technologies LLC | 270,500 | $852.9 萬 | 0.01% | +228,600+545.6% | 加碼 |
| New Potomac Partners, LLC | 270,531 | $853.0 萬 | 7.20% | −5,430−2.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 271,495 | $856.0 萬 | 0.24% | −841,438−75.6% | 減碼 |
| Manning & Napier Group, LLC | – | $861.1 萬 | 0.11% | – | – |
| Fifth Third Securities, Inc. | 274,710 | $866.2 萬 | 1.25% | −49,882−15.4% | 減碼 |
| AllGen Financial Advisors, Inc. | 298,512 | $866.2 萬 | 6.74% | +85,942+40.4% | 加碼 |
| LVM Capital Management Ltd | 275,068 | $867.3 萬 | 1.33% | +1,772+0.6% | 加碼 |
| Chemistry Wealth Management LLC | 276,699 | $872.4 萬 | 3.45% | +6,315+2.3% | 加碼 |
| Blair William & Co | 281,000 | $886.0 萬 | 0.04% | −293,008−51.0% | 減碼 |
| IFP Advisors, Inc | 250,448 | $908.2 萬 | 0.27% | −115,243−31.5% | 減碼 |
| BFSG, LLC | 288,468 | $909.5 萬 | 1.93% | −22,936−7.4% | 減碼 |
| Lowe Wealth Advisors, LLC | 293,050 | $924.0 萬 | 5.44% | −153,918−34.4% | 減碼 |
| Clarity Financial LLC | 293,231 | $924.6 萬 | 2.17% | −413,771−58.5% | 減碼 |
| Greenline Partners, LLC | 293,414 | $925.1 萬 | 2.11% | −755,478−72.0% | 減碼 |
| Modus Advisors, LLC | 293,486 | $925.4 萬 | 4.87% | +2,605+0.9% | 加碼 |
| Janney Montgomery Scott LLC | 296,013 | $933.3 萬 | 0.04% | −2,612−0.9% | 減碼 |
| Howland Capital Management LLC | 296,317 | $934.3 萬 | 0.60% | +2,144+0.7% | 加碼 |
| Manatuck Hill Partners, LLC | 300,000 | $945.9 萬 | 4.82% | +300,000 | 新進 |
| Van Hulzen Asset Management, LLC | 303,697 | $957.6 萬 | 1.18% | +187,403+161.1% | 加碼 |
| Susquehanna International Group, LLP | 306,248 | $965.6 萬 | 0.02% | +84,234+37.9% | 加碼 |
| Morton Capital Management LLC | 307,236 | $968.7 萬 | 4.41% | +3,805+1.3% | 加碼 |
| Resonant Capital Advisors, LLC | 307,557 | $969.7 萬 | 1.47% | −89,874−22.6% | 減碼 |
| American Investment Services, Inc. | 316,512 | $998.0 萬 | 2.37% | −7,730−2.4% | 減碼 |
| Sentinel Trust Co Lba | 317,228 | $1,000 萬 | 1.65% | −1,362−0.4% | 減碼 |
| DT Investment Partners, LLC | 319,364 | $1,007 萬 | 1.65% | +319,364 | 新進 |